Schwarz Dygos Wheeler Investment Advisors’s Apollo Global Management APO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $511K | Hold |
3,600
| – | – | 0.12% | 105 |
|
|
2025
Q1 | $493K | Sell |
3,600
-400
| -10% | -$54.8K | 0.12% | 104 |
|
|
2024
Q4 | $661K | Sell |
4,000
-433
| -10% | -$71.5K | 0.16% | 89 |
|
|
2024
Q3 | $554K | Hold |
4,433
| – | – | 0.14% | 99 |
|
|
2024
Q2 | $523K | Sell |
4,433
-1,019
| -19% | -$120K | 0.14% | 93 |
|
|
2024
Q1 | $613K | Hold |
5,452
| – | – | 0.17% | 89 |
|
|
2023
Q4 | $508K | Hold |
5,452
| – | – | 0.16% | 92 |
|
|
2023
Q3 | $489K | Hold |
5,452
| – | – | 0.17% | 89 |
|
|
2023
Q2 | $419K | Hold |
5,452
| – | – | 0.14% | 93 |
|
|
2023
Q1 | $344K | Hold |
5,452
| – | – | 0.12% | 98 |
|
|
2022
Q4 | $348K | Hold |
5,452
| – | – | 0.14% | 93 |
|
|
2022
Q3 | $254K | Hold |
5,452
| – | – | 0.11% | 95 |
|
|
2022
Q2 | $264K | Hold |
5,452
| – | – | 0.11% | 101 |
|
|
2022
Q1 | $338K | Hold |
5,452
| – | – | 0.11% | 100 |
|
|
2021
Q4 | $395K | Hold |
5,452
| – | – | 0.13% | 92 |
|
|
2021
Q3 | $336K | Hold |
5,452
| – | – | 0.12% | 97 |
|
|
2021
Q2 | $339K | Hold |
5,452
| – | – | 0.12% | 97 |
|
|
2021
Q1 | $256K | Hold |
5,452
| – | – | 0.11% | 106 |
|
|
2020
Q4 | $267K | Buy |
+5,452
| New | +$267K | 0.13% | 92 |
|